Buildings

Jordan Thatcher

Senior Tax Consultant
Education and Credentials

As a Senior Tax Consultant at SteelPeak Wealth, Jordan Thatcher brings 10 years of expertise in accounting, tax preparation, and tax planning. She is also a skilled paralegal with extensive experience assisting attorneys in the preparation and administration of trusts, estates, and related legal matters. Jordan’s paralegal background includes a focus on corporate compliance, where she helps businesses navigate complex legal requirements and ensure they remain in good standing with regulatory standards.

With a reputation for providing comprehensive financial solutions, Jordan specializes in helping both individuals and businesses maximize tax efficiency and minimize liabilities. She takes a personalized approach to each client’s financial situation, delivering tailored strategies that support both short-term objectives and long-term success.

Outside of her professional life, Jordan enjoys spending quality time with her family, exploring the outdoors, and working on home remodeling projects.

Heading 1

Heading 2

Heading 3

Heading 4

Heading 5
Heading 6

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur.

Block quote

Ordered list

  1. Item 1
  2. Item 2
  3. Item 3

Superscript

Unordered list

  • Item A
  • Item B
  • Item C

Text link

Bold text

Emphasis

Subscript

Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Jordan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Raesa Martin
Client Service Associate
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Michael Nader, EA
Tax Associate
Jennifer Prendergast
Tax Operations Lead
Tony Walsh
Chief Operating Officer
Flavia Nunes
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Michael Rashtian
Vice President, Wealth Advisor
Steven K. Ridgeway, CPA
Tax Services Lead
Brandon McAuslen
Portfolio Manager
Joe Fusaro
Director of Operations
Charlotte Perkinson
HR & Talent Manager
Rachel Otto
Staff Accountant
Andy Rosas
AI Strategy & Operations Manager
Rich Winer
Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
James Cordle
Senior Trader
Peter Amling, CFP®
Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Joseph Brandolino
Associate Wealth Advisor
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Richard Stucki
Senior Tax Reviewer
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Alejandra Guzman
Paralegal – Compliance Associate
JP Tran
Client Service Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Kingsley Choi
Wealth Advisor
Andrea Chandos
Senior Tax Administrator
Aimie Lalas
Tax Administrator
Jess Boone
Director of Client Development, SteelPeak Sports
Mike Janis
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Allison Garcia
Tax Administrator
Steve Racius
Associate Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Stephanie Valderrama
Administrative Assistant
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Joe Mezzetta, CPA
Tax Preparation Manager
Brendan Finneran
Senior Portfolio Manager
Nicolo Gori
Client Service Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Dylan Drake
Marketing Associate
Roger Lopez
Wealth Advisor
Robert Venezia
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Kiras Persky
Deputy General Counsel
Annie Heller
Associate Wealth Advisor & Investment Analyst
Lesny Espinoza
Tax Associate
Samantha Orellana
Client Service Associate
Daniel Atchinson
Junior Tax Associate
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Tyler Resh
Chief Growth Officer
Nina Weiss
Client Service Associate
Alexandra Miller
Full Charge Bookkeeper
Leonard Green
Compliance Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Wayne T. Slappy
Wealth Advisor
Derek Ruan
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
Lucas McDonnell
Client Service Associate
Katherine Neto, AWMA®
Client Service Associate
Anthony Kim
Portfolio Manager
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Andrew Moss
Wealth Advisor
Ryan Santiago
Operations Manager
Wyatt Gibson
Junior Tax Associate
Kim Zajic
Chief Administrative Officer
Bardia Maghami
Vice President, Fund Operations
Airene Williamson
Chief Legal & Compliance Officer
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Jackie Stafford
Client Service Associate
Cecilia Umbel
Client Service Manager
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Michelle Nanoff
Sr. Client Service Associate
Josh Lev
Vice President, Investment Research
Rina Pineda, CPA, MST
Director of Tax Consulting
Myles Bozinovski
Business Development Manager